Our Team

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We encourage you to explore our site and learn more about the individuals that have helped to make Synergy Financial Group (SFG) the firm it is today. Each member of SFG is dedicated to making a difference and servicing the needs of every client. We invite you to get to know us! Learn more about our team below.

 
 

Adam S. Ariosa
Adam S. Ariosa
CFP® AAMS®
Heller Batton
Heller Batton
Director of First Impressions
Timothy Carne
Timothy Carne
CIMA®
Joseph C. Conroy
Joseph C. Conroy
CFP®
Michael Crabb
Michael Crabb
AAMS®
Joey DelliSanti
Joey DelliSanti
AIF® PPC®
James Ellis
James Ellis
CPA
Anna Fink
Anna Fink
CPA
Anna Fischer
Assistant to Clay McNally
Eric Hart
Eric Hart
Christina Horchar
Christina M. Horchar
Director of Operations
Lawrence Leitch
Lawrence N. Leitch
AIF® ChFC® CLU® REBC®
Clay McNally
Clay McNally
CLTC®
Kenneth Pegher
Kenneth Pegher
Branch Operations Manager CSCP®
Phelan, Paul DSC_7228new-S
J. Paul Phelan
Director of Financial Institutions
James R. Salamone, Sr.
James R. Salamone, Sr.
Catherine Sciarrino
Catherine Sciarrino
Operations Manager
Roger M. Shorr
Roger M. Shorr
CFP® ChFC® CLU®
Stephen M. Spurrier
Stephen M. Spurrier
AIF®
Samantha Stalter
Samantha R. Stalter
Client Service Associate
George Van Dyke
George Van Dyke
Gregory Vermeulen
Gregory Vermeulen
AAMS®
Watson, Amber DSC_7223new-S
Amber Watson
Wealth Advisor Assistant